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WINNING

Latam Growth

Latin American fintech, e-commerce, commodities growth

LatAm Growth

3Y
Total Return
+63.0%
3Y
Sharpe Ratio
0.78
3Y
Max Drawdown
-18.6%
3Y
Win Rate
53.0%
3Y
Alpha
-5.4%
3Y
Comp. Score *
0.21
Risk Parameters
Max Allocation8.4%
Stop Loss14.8%
Take Profit12.0%
Max DD Tolerance18.6%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.
TimingSAFE TO BUY. *
ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
ITUB BUY 30% 18.4% below entry 14.9% above entry 6.8% TVYH
NU BUY 44% 27.3% below entry 22.1% above entry 4.6% TVYH
STNE BUY 127% 40.0% below entry 36.0% above entry 2.8% TVYH
FMX BUY 25% 15.9% below entry 12.8% above entry 7.9% TVYH
ILF BUY 22% 13.5% below entry 10.9% above entry 9.2% TVYH
BSBR BUY 32% 20.2% below entry 16.3% above entry 6.2% TVYH
EWZ BUY 25% 15.7% below entry 12.7% above entry 8.0% TVYH
PBR BUY 31% 19.1% below entry 15.5% above entry 6.5% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -40% drawdown to return 66% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
31.2%
Avg 5Y Sharpe
0.15
10Y Return
65.8%
10Y Sharpe
0.16
HODL Composite
0.23
Consistency
71%
Suitable for passive
No